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Building 2MSH CAPITAL ADVISORS LLC

Map pinSCOTTSDALE, AZ
Phone480-563-2021
NotebookSEC #801-108933
Total AUM
$1.3B
Employees
35
Clients
2,362

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23350 N PIMA ROAD
SCOTTSDALE
AZ 85255-7153
United States
Operating Hours
8:00 AM - 5:00 PM MST
Monday - Friday
Phone
480-563-2021
Other Offices
5

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,362
Discretionary
$914.5M
Accounts
1,799
Non-Discretionary
$431.8M
Accounts
563

ContactClients

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Individual Clients
2,074
AUM
$389.5M
HNW Individual Clients
183
AUM
$607.1M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M
Charitable Organization Clients
12
AUM
$14.4M
Government Entity Clients
20
AUM
$176.4M
Corporation or Business Clients
72
AUM
$157.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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